See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,520 | $91,552-82.0% | $133,956-87.7% | $79,858-79.3% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | 135.72% | 61.85%+73.9pp | 45.09%+90.6pp | 31.71%+104.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,619 | $3,733+77.3% | $5,048+31.1% | $3,740+77.0% |
| Admin fee / account holder | $1,452 | $6,321-77.0% | $8,927-83.7% | $5,306-72.6% |